Money, Mind And Meaning

Tune in to hear:- With all of the possibilities out there, why has Jon landed on his current path and why does he think that pro bono work is so vital?- Jon’s organization just completed a very comprehensive study on pro bono financial planning. Were there any results that really stood out or surprised him?- What did Jon’s research unearth about the moral case for doing financial planning?- What case can be made for doing pro bono financial planning from a business perspective?- What accounts for the delta between how many advisors want to do this work and how few firms are offering it?- What professional development opportunities does pro bono work open your firm up to?- From a behavioral perspective, how do we ensure that pro bono clients have skin in the game and are proactive about changing their financial circumstances?- Can pro bono financial planning begin to chip away at the racial wealth gap?- If listeners are excited by the prospect of getting involved with the pro bono movement but their firm doesn